SDAIX

About SDAIX

Swan Defined Risk Growth Fund Class I is a mutual fund structured as a hedged equity vehicle, targeting investors seeking long-term capital appreciation with a focus on downside risk management. The fund primarily invests in large-cap U.S. equities, closely tracking the performance of the S&P 500 Index through direct or indirect exposure. Its strategy combines equity holdings, notably a significant allocation to an S&P 500 ETF, with the use of options contracts—such as calls and protective puts—to hedge against significant market declines. This defined risk approach aims to participate in market growth while seeking to mitigate losses during market downturns. The fund falls within the equity hedged category and is classified under a large blend investment style. By blending growth potential with risk controls, it appeals to investors who desire equity exposure but are mindful of market volatility and drawdowns. Swan Defined Risk Growth Fund Class I plays a distinctive role in the market by offering a systematic, rules-based framework for managing equity risk over the long term.